Customer Success Manager, India
About Us
Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful empowers finance, accounting, and business users to plan confidently, close faster, and report accurately. More than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, Specialized and Zappos rely on Planful to accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company backed by Vector Capital, a leading global private equity firm. Learn more at planful.com.
About the Role:
As we embark on our 2025 expansion, Planful is seeking a dynamic and experienced Founding Customer Success Manager (CSM) specializing in FP&A/Accounting to join our team in Hyderabad, India. As one of the first CSMs in this region, you will play a crucial role in ensuring our global customers realize the full value of Planful's innovative and ever-evolving solutions. Your expertise in FP&A and Accounting will drive successful customer onboarding, product adoption, and long-term satisfaction. You will serve as a trusted advisor and a key player in our customer retention strategy, ensuring that our solutions align with customers' financial planning needs.
This is an exciting opportunity to be the trusted advisor for our global customers, ensuring they are fully leveraging our FP&A solutions to drive success in their financial planning and analysis processes. You’ll have the opportunity to own relationships, solve complex challenges, and make a real difference in their business outcomes.
Responsibilities
- Support and nurture long-term relationships with global customers, positioning yourself as a trusted advisor and product expert.
- Customer Retention: Provide outstanding service and guidance to ensure clients are maximizing the value of Planful, increasing satisfaction and reducing churn.
- Collaborative Problem-Solving: Partner with internal teams (Customer Success, renewals, training, product, support, sales) to resolve customer issues quickly and efficiently, providing excellent service at every touchpoint.
- Proactive Guidance: Develop customer specific understanding of their business objectives, use case and technical tools to provide insights and solutions that align with their objectives, helping them fully leverage the Planful platform.
- Data-Driven Insights: Use customer data and analytics to track engagement, identify risks, and create strategies to drive deeper product adoption and value realization.
- Establish Best Practices: Contribute to the development of scalable best practices for customer success at Planful India, supporting future growth.
What You Bring to the Table
- FP&A/Accounting Expertise: Strong background in financial planning and analysis, accounting, or a related field, with experience in SaaS environments being a plus.
- Customer Success Experience: Demonstrated success in customer success, account management, or consulting roles, particularly with North America and EMEA-based clients.
- Technical Aptitude: Ability to understand and communicate complex software solutions related to FP&A and accounting processes.
- Global Mindset: Proven ability to work with international customers, understanding diverse cultural and business needs.
- Excellent Communication Skills: Strong written and verbal communication skills to effectively engage with stakeholders at all levels, including CFOs and finance teams.
- Problem Solver: Analytical skills and a proactive approach to resolving customer issues.
- Data-Driven Approach: Experience leveraging data to inform decision-making and customer success strategies.
- Entrepreneurial Spirit: Enthusiastic about building something new within a fast-paced, high-growth environment like Planful.
- Flexibility: Willingness to work flexible hours to meet the needs of Planful’s global customer base.
- Education: Bachelor's degree in Finance, Accounting, Business Administration, or a related field, MBA or relevant certifications (e.g., CPA, CFA) are preferred, but by no means required.
Why Planful
Planful exists to enrich the world by helping our customers and our people achieve peak performance. To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:
- 2 Volunteer days, Birthday PTO, and quarterly company Wellness Days
- 3 months' supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave
- Annual Planful Palooza, our in-person, company-wide culture kickoff - most recently held in Goa, India!
- Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
- Employee Resource Groups such as Women of Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way
What We Do
Planful is the pioneer of financial performance management cloud software. The Planful platform is used by the Office of the CFO around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and visual analytics. Planful empowers users to plan confidently, close faster, and report accurately. More than 1,000 customers, including Boston Red Sox, Del Monte, TGI Friday’s, and 23andMe, rely on Planful to accelerate cycle times, increase productivity, and improve accuracy across the end-to-end FP&A process. Planful is a private company backed by Vector Capital, a leading global private equity firm. Learn more at www.planful.com.
